M&A INTEGRATION DURING VOLATILE FINANCIAL MARKETS
The right strategies to achieve synergies
 

Preparing for an acquisition
In this volatile financial market, it might be the right time to acquire another firm. However, before you begin searches, conference calls, due diligence, negotiations, spreadsheets, and contracts, there are some important factors to keep in mind as you prepare for this exciting and challenging journey. While the art and drama of making the acquisition will become fodder for cocktail war stories when the deal is done, the real work will begin with the integration of the now single business. Integration is the most critical part of an acquisition strategy, yet it is often short changed because so much energy is expended on the acquisition itself. This whitepaper will walk you through the areas to consider as you begin preparing and planning for an acquisition during this unsettled time period.

Open Architecture – Custodial Choice Means Lower Cost for Your Clients
 

The key to scalability, profitability and practice efficiency is open architecture with no propriety platforms, no mark-ups and no revenue-sharing!